15 Dawson Street South
Ballarat Victoria 3350

Self-Managed Super Funds for Ballarat

Unfortunately, retirement is not as simple as finishing up at work and relaxing in your lounge room for the rest of your life. With superannuation laws changing constantly and terminology becoming more and more complex, you want to make sure that you’re getting the most out of your superannuation as you enter a new stage of life.

A Self-Managed Super Fund allows you to take responsibility of your super without interference from any external factors, putting you in full control of your superannuation destiny. At Arrow Financial Advice, we’ve served the Ballarat region for several years, and understand the needs and desires of its locals choosing self-managed super funds as they edge closer towards retirement. Contact us today to see how our experienced tax accountants and financial planners can assist you with all your SMSF needs and queries.

Ballarat’s First Choice for Financial Advisors

As one of the most tax effective and manageable methods of saving money for retirement, a self-managed super fund allows you to control all investment decisions involved in your superannuation assets. All members of a an SMSF also act as trustees in the fund, providing you with extra peace of mind for your investments. This will allow your superannuation to collect further financial benefits in the long run, and be more cost efficient over time.

By choosing Arrow Financial Advice as a trustee of your super fund, our experienced Ballarat financial planners and tax accountants will manage the broader tax and reporting facets of your super fund. This frees you from all the dense paperwork and financial jargon, allowing you to centre your attention on investment decisions to suit your investment objectives. With several years’ experience of serving the Ballarat region with reliable superannuation advice, our financial advisors specialise in self-managed super funds, and understand the needs and requirements of regional Victorians as they enter retirement.

Get in touch with Ballarat’s Self-Managed Super Fund Specialists

Through years of experience in providing Ballarat with effective SMSF solutions, we’ve become experts at assisting recent retirees shift into this confronting new stage of life. It is important to be conscious of the ongoing taxation and legal obligations involved with managing a self-managed super fund in order to avoid penalties and non-compliance. When you pick Arrow Financial Advice to manage your super, we can ensure that all necessary taxation and legal requirements are taken care of, letting you enjoy the carefree retirement that you deserve.

To talk about our range of superannuation services or to find out more about how a self-managed super fund can suit your retirement interests around Ballarat, get in touch to speak with one of our experienced financial planners today.